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Mango9

Help & Guide

Find the right campaign instructions for setup, buyer delivery, prices and reporting.

In the CRM: Sell Leads & Calls → Help & Guide

Use the campaign guide while you work

Help & Guide opens the Mango9 Campaign System guide inside the CRM. Its topic list lets you jump to campaign setup, buyer management, billing, pricing, commissions, disputes and reports.

Use it when you want to understand a campaign control without losing your place in the application. The focused guides below provide the current step-by-step screens and examples for each part of the job.

Choose a topic in the in-app guide to jump to that section. Select the image to enlarge it.

Start with the business outcome

If your goal is to sell enquiries, decide what a useful lead looks like and which buyers should receive it. If you sell appointments, define what the consultation is for and who will attend. If you sell calls, connect the advertised number to the intended destination and agree on eligible call pricing.

Telnyx is your carrier for the purchased numbers, calls and texts. Mango9 organizes the surrounding work: staff and buyer extensions, campaign delivery, AI agents, conversations and reporting. An AI agent can answer an enquiry, collect qualification details, help book an appointment and continue a text conversation on its connected number.

Use an AI starting template to build its job, then add your business facts and actions. Use SMS templates for repeatable staff and campaign messages. A home-service offer can move from an advertisement to a call, a booked consultation, a buyer delivery and an SMS confirmation using that connected workflow.

Follow the result after launch

Use Distribution Log to trace a delivery, Appointments Report and Lead Report to review the sale, and Agent Commission to reconcile your staff contribution. Call campaigns have their own dashboard and log.

This makes it easier to answer practical marketing questions: which offer is producing enquiries, which buyers have capacity, where a delivery stopped, and what the campaign recorded in revenue and costs. Use those answers to refine the next advertisement, qualification question or follow-up.